DATADOG $DDOG Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.12B (Est. $1.08B) 🟢; +36% YoY 🔹 Adj. EPS: $0.65 (Est. $0.59) 🟢; +41% YoY 🔹 Customers with ARR >$100k: ~4,720 (Est. 4.6K) 🟢; +23% YoY FY26 Guide: 🔹 Revenue: $4.45B-$4.47B (Est. $4.35B) 🟢 🔹 Operating Income: $1.01B-$1.03B (Est. $976M) 🟢 🔹 Adj. EPS: $2.50-$2.54 (Est. $2.42) 🟢 Q3 Guide: 🔹 Revenue: $1.14B-$1.15B (Est. $1.11B) 🟢 🔹 Operating Income: $260M-$270M (Est. $253M) 🟢 🔹 Adj. EPS: $0.63-$0.65 (Est. $0.62) 🟢 Other Q2 Metrics: 🔹 Free Cash Flow: $279M (Est. $212M) 🟢 🔹 Operating Cash Flow: $316M 🔹 Non-GAAP Operating Income: $257M (Est. $233M) 🟢 🔹 Non-GAAP Operating Margin: 23%; +300 bps YoY 🔹 Free Cash Flow Margin: 25%; +500 bps YoY 🔹 Cash, Cash Equivalents & Marketable Securities: $5.0B 🔹 Launched: AI-powered Bits Code, Bits Chat, and Bits Agent Builder for general availability 🔹 Acquired: Adaptive ML, a frontier AI startup developing the world's first Reinforcement Learning Operations platform Comments: 🔸 “Datadog delivered a strong quarter, with 36% year-over-year revenue growth, $316 million in operating cash flow, and $279 million in free cash flow,” 🔸 “Our customers are building and deploying with AI, and they are using the Datadog platform to observe, secure, and act on their AI-enabled solutions.”